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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,733 | $81,487+140.2% | $102,412+91.1% | $80,935+141.8% |
| Participation rate | 89.7% | 66.8%+22.8pp | 74.5%+15.2pp | 67.7%+22.0pp |
| Annual return | 13.24% | 25.60%-12.4pp | 24.94%-11.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,195 | $3,103+3.0% | $3,870-17.4% | $2,757+15.9% |
| Participant deferral / active EE | $6,222 | $3,871+60.7% | $5,060+23.0% | $4,299+44.7% |
| Admin fee / account holder | $8,848 | $6,717+31.7% | $8,388+5.5% | $6,924+27.8% |